Travis Tazawa, CFP®
Travis works with clients in the areas of wealth management, retirement planning and insurance services. He has earned his CERTIFIED FINANCIAL PLANNER™ professional designation, which helps him develop comprehensive financial strategies for future potential clients/customers.
“I’ve always had an interest in finance and numbers and enjoy this business because of the positive impact we are able to have on people’s lives,” Travis said. “Too many people do not have access to the information they need to help make great financial decisions for themselves and their families.”
Travis has passed the Series 63 and 65 securities exams, holds life and health insurance licenses in Hawaii and is registered as an Investment Adviser Representative. He is also a consistent member of the Million Dollar Round Table, which is an independent association of the world’s leading life insurance and financial services professionals.
Travis entered the financial services industry in 2009 as an insurance agent with Bankers Life and Casualty. A year later, he joined Milestone Wealth Management. He graduated from Pacific University with a bachelor’s degree in business administration and management, with a concentration in accounting and a minor in economics.
Travis is dedicated to promoting financial literacy in Hawaii and regularly volunteers to share with the community. Through the nonprofit organization Foundation for Financial Education, Milestone Wealth Management provides complimentary financial seminars to community members.
In his free time, Travis likes watching the Los Angeles Lakers and perfecting his golf swing.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.